Portfolio Management and Modelling
Portfolio Management and Modelling for Wealth Managers
Figaro provides our Wealth Management clients with a complete solution for Portfolio Management, Portfolio Modelling and Portfolio Rebalancing.
Figaro allows for portfolio models to be built at a stock level and attached to both individual clients and client groups. Using a simple graphical reporting tool, Wealth Managers can compare their individual client portfolio positions to selected models, to support investment decision-making.
Automated Rebalancing and Order Generation
In addition Figaro Portfolio functionality provides an automated process for generating orders by comparing the position of multiple client portfolios against attached models. This can be done at both a personal and account level providing real flexibility.
Tolerances can be set against the asset allocation model that drives rebalancing decisions and generates proposed orders for review. Figaro Portfolio also automatically provides ‘what if’ calculations for CGT based on the proposed order positions. Orders can then be reviewed and edited before being committed. Similarly, Figaro Portfolio also provides sophisticated switching functionality at a person or product level. Switching of stock positions is supported on a one-to-many or a one-to-one basis.
Within Figaro the portfolio modelling, rebalancing and management actions are performed in real-time with full CGT exposure. This removes a number of steps in the process, thereby putting the Portfolio Manager in immediate control.
Please get in touch with JHC today to find out how we can help your organisation through our market-leading software solutions for wealth managers.
